IFA Administrator

MB Fitzgerald
19 Mar 2017
18 Apr 2017
Contract Type
Full Time

A fantastic opportunity for an experienced Financial Planning Administrator to join a well respected firm of IFA's based in the Nantwich.

Immediately you'll enjoy a competitive package (i.e. the basic is between £19,000 and £24,000 per annum), a supportive office environment to work within & full training to develop yourself as an individual to future success. Full financial support and study leave is provided to help you progress with market qualifications.

You'll be responsible for providing administration support for the advisory team from day one, so experience within an IFA practice as opposed to a product provider is essential for this role. You should be a skilled Administrator 'ready to hit the ground running.' Candidates should have experience in producing suitability reports, preparing applications, producing illustrations and processing new business along with other general administration.

Ideally, you'll have at least 2 years experience as an Administrator within an Independent Financial Advisory firm, have used Adviser Office (was known as 1st Software) before, at least part CF qualified or equivalent qualifications & able to work within one of the north west's leading IFA practices.